Add the right signers to an ActiveMerge agreement
Carry recipient details forward so you can spend less time rebuilding the signing list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Adding each signer separately makes multi-party agreements tedious and easier to misconfigure.
- Add multiple recipients to an existing draft in one operation.
- Keep signer setup tied to the agreement handoff.
- Reduce repetitive recipient entry.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe adding the supplied recipient details in bulk to the identified draft envelope.
- 4Pick the webhook trigger and choose a run report destination.
- 5Test with one draft agreement and verify the recipient list.
Questions about this workflow
What must be true before recipients are added?
The Documenso envelope must already exist and be in draft state for this bulk recipient action.
Does this send the agreement?
No. Adding recipients does not distribute the envelope for signing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documenso. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
ActiveMerge and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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